401(k) Plans

19,321 topics in this forum

1. Impact of Roth IRA Contributions on 401(k) Deferral

   By Below Ground, October 28, 2010
   • 8 replies
   • 1.4k views
   • 
   • Below Ground
   • November 1, 2010

2. One employer: Two separate Safe Harbors

   By ERISA25, October 28, 2010
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • October 28, 2010

3. They're here! (new limits!)

   By austin3515, October 28, 2010
   • 5 replies
   • 1.3k views
   • 
   • GMK
   • October 28, 2010

4. TH Minimum to New Keys

   By austin3515, October 28, 2010
   • 2 replies
   • 850 views
   • 
   • DMcGovern
   • October 28, 2010

5. Failed ADP Test

   By goldtpa, October 27, 2010
   • 8 replies
   • 2.8k views
   • 
   • Tom Poje
   • October 28, 2010

6. ADP and ACP Testing

   By JRN, October 27, 2010
   • 0 replies
   • 891 views
   • 
   • JRN
   • October 27, 2010

7. Employer behind depositing deferrals

   By RayJJohnsonJr, October 27, 2010
   • 2 replies
   • 943 views
   • 
   • Belgarath
   • October 27, 2010

8. loan payments

   By JKW, October 27, 2010
   • 1 reply
   • 892 views
   • 
   • QDROphile
   • October 27, 2010

9. LLC Units as Qualifying Employer Securities

   By ERISA25, October 27, 2010
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • October 27, 2010

10. Control Group issue

    By MaryM, October 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • MaryM
    • October 27, 2010

11. Safe Harbor Notice

    By Guest BWNWE, October 26, 2010
    • 1 reply
    • 865 views
    • 
    • GMK
    • October 26, 2010

12. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

13. Secure File Transfer

    By 12AX7, October 26, 2010
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • October 29, 2010

14. Safe harbor wait and see approach with coverage issue

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 863 views
    • 
    • Guest
    • October 26, 2010

15. Top Heavy Plans that are Safe Harbor Plan

    By Guest Michele Ciz, October 26, 2010
    • 1 reply
    • 941 views
    • 
    • Tom Poje
    • October 26, 2010

16. Retirement and a Plan Document

    By Guest jmrivelli, October 25, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • October 30, 2010

17. QNEC & QMAC

    By austin3515, October 25, 2010
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 26, 2010

18. Voluntary Fiduciary Compliance Program

    By bevfair, October 25, 2010
    • 3 replies
    • 1k views
    • 
    • movedon
    • October 26, 2010

19. timing of excess aggregate distributions

    By Guest Betsy Oakey, October 25, 2010
    • 1 reply
    • 878 views
    • 
    • PensionPro
    • October 25, 2010

20. Amending a STandardized Plan

    By austin3515, October 22, 2010
    • 5 replies
    • 1.1k views
    • 
    • 12AX7
    • October 26, 2010

21. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 0 replies
    • 762 views
    • 
    • Guest
    • October 22, 2010

22. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 22, 2010

23. 401k Loan and Severance Pay

    By oriecat, October 21, 2010
    • 2 replies
    • 9k views
    • 
    • Bird
    • October 22, 2010

24. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2010

25. Today's IRS Q&A at ASPPA Annual Conference 10/20/10

    By Guest Pennysaver, October 21, 2010
    • 47 replies
    • 12.5k views
    • 
    • Kevin C
    • November 3, 2011

26. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 20, 2010

27. Dual Eligibility

    By justatester, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

28. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • October 21, 2010

29. American Co that has Canadian satalite office

    By doombuggy, October 20, 2010
    • 1 reply
    • 901 views
    • 
    • QDROphile
    • October 20, 2010

30. Plan Design Question

    By Spencer, October 19, 2010
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 21, 2010

31. Non spouse Beneficiary

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 19, 2010

32. Roth In-Plan Conversion

    By Guest emcelroy, October 19, 2010
    • 1 reply
    • 848 views
    • 
    • Guest
    • October 19, 2010

33. 401k in service rollover

    By Gary, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • October 19, 2010

34. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.8k views
    • 
    • GMK
    • October 19, 2010

35. Employer Funding Requirements

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 19, 2010

36. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 4 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • January 4, 2011

37. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 0 replies
    • 863 views
    • 
    • Nassau
    • October 18, 2010

38. Client that is a bank

    By austin3515, October 18, 2010
    • 3 replies
    • 972 views
    • 
    • austin3515
    • October 18, 2010

39. Loan failure withholding issue

    By Guest EBcounsel, October 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 16, 2010

40. What happens when due to the buying/selling of stock, companies are no longer a controlled group part way through the year?

    By katieinny, October 15, 2010
    • 0 replies
    • 761 views
    • 
    • katieinny
    • October 15, 2010

41. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • October 15, 2010

42. RMD

    By JKW, October 15, 2010
    • 2 replies
    • 1k views
    • 
    • JKW
    • October 15, 2010

43. Employer wants to establish a new 401(k) but does not necessarily want employees participating

    By Lori H, October 13, 2010
    • 7 replies
    • 1.2k views
    • 
    • rcline46
    • October 14, 2010

44. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia, October 12, 2010
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 13, 2010

45. 414s Compensation

    By Guest Michele Ciz, October 12, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2010

46. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 3.9k views
    • 
    • Kevin C
    • October 15, 2010

47. 401k profit sharing plan term

    By Gary, October 9, 2010
    • 2 replies
    • 1k views
    • 
    • K2retire
    • October 9, 2010

48. Automatic Enrollment

    By PMC, October 8, 2010
    • 1 reply
    • 961 views
    • 
    • Bill Presson
    • October 8, 2010

49. Brokerage Account in 401k Plan

    By cpc0506, October 8, 2010
    • 13 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 11, 2010

50. Involuntary Roth cashouts

    By Nassau, October 7, 2010
    • 0 replies
    • 927 views
    • 
    • Nassau
    • October 7, 2010